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Vanguard Growth ETF

1,063 hedge funds and large institutions have $28.2B invested in Vanguard Growth ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 406 increasing their positions, 383 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $8.38M

7% more funds holding in top 10

Funds holding in top 10: 166177 (+11)

6% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 383

4% less funds holding

Funds holding: 1,1081,063 (-45)

11% less capital invested

Capital invested by funds: $31.6B → $28.2B (-$3.45B)

22.53% less ownership

Funds ownership: 431.06%408.54% (-23%)

23% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 115

Holders
1,063
Holders Change
-45
Holders Change %
-4.06%
% of All Funds
23.42%
Holding in Top 10
177
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.63%
% of All Funds
3.9%
New
89
Increased
406
Reduced
383
Closed
115
Calls
$9.89M
Puts
$8.38M
Net Calls
+$1.51M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$22.7M +$3.74M +124,842 +13%
SQA
102
Simon Quick Advisors
New Jersey
$22.4M +$16.6M +553,362 +183%
AIS
103
American Investment Services
Massachusetts
$22.3M -$979K -32,700 -4%
Citigroup
104
Citigroup
New York
$22.2M -$5.81M -194,076 -19%
BRWA
105
B. Riley Wealth Advisors
Florida
$22M +$7.77M +259,368 +45%
APA
106
American Portfolios Advisors
New York
$21.5M -$1.08M -36,156 -4%
PCG
107
Private Capital Group
Connecticut
$21.2M +$1.02M +34,176 +4%
TPW
108
TL Private Wealth
Texas
$20.5M +$4.35M +145,116 +27%
CCM
109
Condor Capital Management
New Jersey
$20.3M -$414K -13,818 -2%
TPCW
110
TD Private Client Wealth
New York
$19.9M +$1.25M +41,670 +6%
PWP
111
Principle Wealth Partners
Connecticut
$19.3M +$17M +566,256 +327%
ECM
112
Evergreen Capital Management
Washington
$19.2M +$1.62M +54,204 +8%
NFG
113
Nadler Financial Group
Illinois
$19.2M -$399K -13,326 -2%
PFA
114
Pathway Financial Advisors
Vermont
$18.9M -$627K -20,946 -3%
CW
115
CreativeOne Wealth
Kansas
$18.9M +$676K +22,584 +3%
CPIG
116
Chicago Partners Investment Group
Illinois
$18.9M +$241K +8,040 +1%
Creative Planning
117
Creative Planning
Kansas
$18.7M -$742K -24,768 -3%
SI
118
Stephens Inc
Arkansas
$18.6M +$660K +22,020 +3%
BSAM
119
Blue Sky Asset Management
Colorado
$18.4M +$20M +668,688 +1,864%
FHA
120
First Horizon Advisors
Tennessee
$17.8M +$1.01M +33,876 +5%
AAMA
121
Advanced Asset Management Advisors
Ohio
$17.7M
GT
122
Glenmede Trust
Pennsylvania
$17.4M
ZCA
123
Zeke Capital Advisors
Pennsylvania
$17.3M -$4.89M -163,212 -20%
CTB
124
Country Trust Bank
Illinois
$17.2M +$905K +30,216 +5%
AAS
125
Avantax Advisory Services
Texas
$16.7M -$927K -30,936 -5%

VUG Hedge Fund Activity: Q1 2020 in Review

1,063 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2020, worth a combined $28.2B — down 11% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of VUG and 89 opened new positions — a net loss of 26 holders — while 383 trimmed existing stakes and 406 added.

The largest buyer was Bank of America, adding an estimated $722M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.95B.

  • 1,063 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2020, down from 1,108 in Q4 2019.
  • Funds reported $28.2B of Vanguard Growth ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2020 and 115 closed out, a net change of -26 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2020 was Bank of America, an estimated $722M added.
  • The largest Vanguard Growth ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.